Plante Moran Financial Advisors

Plante Moran Financial Advisors (CRD# 112158) is a financial advisory firm headquartered in Southfield, MI. They manage $19,432,085,297 in 16,708 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,432
    MILLION
  • Total Number of Accounts
    16,708
    ACCOUNTS
  • Average Account Value
    $1,163,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI

Financial Advisors at Plante Moran Financial Advisors
Showing 61 - 70 of 119 top financial advisors.
61
Collin J. Stauder
CRD#: 6695619
8181 E Tufts Ave, Denver, CO 80237

Collin Stauder (CRD# 6695619) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Denver, CO and has over 7 years of experience in the finance industry.

62
Sara N. Strohmaier
CRD#: 6553916
10 S Riverside Plaza, 9th Floor, Chicago, IL 60606

Sara Strohmaier (CRD# 6553916) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 8 years of experience in the finance industry.

63
Kasey L. Styrna
CRD#: 4044045
10 S Riverside Plaza, 10th Floor, Chicago, IL 60606

Kasey Styrna (CRD# 4044045) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 24 years of experience in the finance industry.

64
Amber L. Terakedis
CRD#: 4798605
Vestavia Hills, AL

Amber Terakedis (CRD# 4798605) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Vestavia Hills, AL and has over 18 years of experience in the finance industry.

65
Keeley N. Tuckey
CRD#: 6728046
10 S Riverside Plaza, 10th Floor, Chicago, IL 60606

Keeley Tuckey (CRD# 6728046) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 7 years of experience in the finance industry.

66
Jacqueline A. Venier
CRD#: 5744811
1098 Woodward Ave, Detroit, MI 48226

Jacqueline Venier (CRD# 5744811) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Detroit, MI and has 1 year of experience in the finance industry.

67
Gregory R. Walthorn
CRD#: 5744820
1111 Michigan Ave, East Lansing, MI 48823

Gregory Walthorn (CRD# 5744820) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has 1 year of experience in the finance industry.

68
Lindsey N. Wegeler
CRD#: 6802697
750 Trade Centre Way, Portage, MI 49002

Lindsey Wegeler (CRD# 6802697) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has over 5 years of experience in the finance industry.

69
Armani A. Zori
CRD#: 6779914
3000 Town Center, Suite 100, Southfield, MI 48075

Armani Zori (CRD# 6779914) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 7 years of experience in the finance industry.

70
Joshua B. Bader
CRD#: 7799037
1000 Oakbrook Dr., Ann Arbor, MI 48104

Joshua Bader (CRD# 7799037) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has 1 year of experience in the finance industry.

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